Glatt Air Techniques Inc. Profit Sharing/401(K) Plan — Form 5500 plan (Glatt Air Techniques, Inc.)

Plain-English plan summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Glatt Air Techniques Inc. Profit Sharing/401(K) Plan is a benefit plan reported by Glatt Air Techniques, Inc. under EIN 13-2760472 and plan number 001. The latest loaded filing year is 2023. The filing reports 250 participants and $40,052,785 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Glatt Air Techniques, Inc.
EIN
13-2760472
Plan number
001
Plan type
2
Location
Ramsey, NJ
Latest filing year
2023
Participants
250
End-of-year plan assets
$40,052,785

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023250H, C20240919092838NAL0003405507001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$40,052,785
Total liabilities (EOY)
$0
Net assets (EOY)
$40,052,785
Net assets (BOY)
$30,781,130

Income & contributions

Employer contributions
$464,887
Participant contributions
$1,833,685
Total contributions
$4,187,032
Total income / additions
$10,462,224

Expenses & distributions

Benefits paid
$1,159,719
Administrative expenses
$30,850
Total expenses
$1,190,569
Net increase / (decrease)
$9,271,655

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Pkf O'Connor Davies LlpAUDITOR$13,250not reported in the loaded dataset2023
Captrust Financial AdvisorsINVESTMENT ADVISOR$12,500not reported in the loaded dataset2023
Strategic Advisors, Inc.ADVISOR$10,607not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER-$9,003$02023

Related Form 5500 pages